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Wells Fargo
WFC

Overview Fund Activity

2,091 hedge funds and large institutions have $169B invested in Wells Fargo in 2019 Q4 according to their latest regulatory filings, with 264 funds opening new positions, 707 increasing their positions, 883 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,091
Holders Change
+156
Holders Change %
+8.06%
% of All Funds
41.29%
Holding in Top 10
131
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.38%
% of All Funds
2.59%
New
264
Increased
707
Reduced
883
Closed
80
Calls
$2.19B
Puts
$2.99B
Net Calls
-$795M
Net Calls Change
-$811M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.15B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$741M
3
AAMU
Amundi Asset Management US
Massachusetts
+$416M
4
Millennium Management
Millennium Management
New York
+$389M
5
Morgan Stanley
Morgan Stanley
New York
+$308M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.97B
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$680M
3
Franklin Resources
Franklin Resources
California
-$544M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$522M
5
BlackRock
BlackRock
New York
-$446M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCC
1051
Steel Canyon Capital
Arizona
$1.43M +$1.43M +26,587 New
CPA
1052
Clear Perspective Advisors
Illinois
$1.43M -$1.68M -31,275 -54%
KFC
1053
Klingenstein Fields & Co
New York
$1.42M -$42.5K -790 -3%
SIP
1054
Stoneridge Investment Partners
Pennsylvania
$1.41M -$21.5K -400 -2%
ACM
1055
AlphaCrest Capital Management
New York
$1.41M -$1.24M -23,033 -47%
FHA
1056
First Horizon Advisors
Tennessee
$1.41M -$7.48K -139 -0.5%
MCAI
1057
Members Capital Advisors Inc
Wisconsin
$1.4M +$1.4M +26,100 New
PPW
1058
Parcion Private Wealth
Washington
$1.4M +$1.4M +26,049 New
CG
1059
Caprock Group
Idaho
$1.4M -$10.4K -193 -0.7%
SFM
1060
Signet Financial Management
New Jersey
$1.4M +$108K +2,000 +8%
ANRIA
1061
American National Registered Investment Advisor
Texas
$1.39M +$1.35K +25 +0.1%
IB
1062
Intrust Bank
Kansas
$1.39M -$6.88K -128 -0.5%
MMPW
1063
Mitchell McLeod Pugh & Williams
Alabama
$1.39M +$15.9K +296 +1%
FLI
1064
Family Legacy Inc
South Carolina
$1.39M -$25.1K -475 -2%
CFG
1065
Capstone Financial Group
Oklahoma
$1.39M +$1.39M +25,768 New
PL
1066
Perpetual Ltd
Australia
$1.38M – – –
MGIA
1067
Moneta Group Investment Advisors
Missouri
$1.38M +$21.3K +395 +2%
CCM
1068
Carlson Capital Management
Minnesota
$1.38M -$42.4K -789 -3%
CEP
1069
Chicago Equity Partners
Illinois
$1.38M +$29.9K +555 +2%
TAIM
1070
TD Ameritrade Investment Management
Nebraska
$1.36M +$479K +8,898 +54%
FC
1071
Ferris Capital
Massachusetts
$1.36M +$38.5K +716 +3%
MA
1072
Mutual Advisors
Nebraska
$1.34M +$185K +3,436 +16%
HIC
1073
Holderness Investments Company
North Carolina
$1.33M -$187K -3,480 -12%
EM
1074
Excalibur Management
Massachusetts
$1.33M +$182K +3,379 +16%
AIM
1075
Anchor Investment Management
South Carolina
$1.32M +$51.6K +960 +4%
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